Wealth Management Jobs in Santa Clara
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Search Results - Wealth Management Jobs in Santa Clara
Green Evolution Technologies Inc.-Santa Clara
roles, ideally in investor relations, wealth management or private markets
• A record of building trust with high-value clients and moving them to a decision.
• Confidence presenting on camera and speaking to groups, both live and in webinars...
Sherpas-Santa Clara
If that kind of ownership is what you're looking for, we'd like to talk.
THE MARKET
We sell to enterprise wealth management firms managing hundreds of advisors and billions in AUM. These are sophisticated buyers in a regulated environment. They buy from...
JSR Tech Consulting-Santa Clara
and stakeholder management skills
• Ability to work independently in a fully remote environment
Preferred Qualifications
• Experience in asset management or wealth management
• Exposure to retirement services, such as defined contribution or 401(k) plans...
Pursuit-Santa Clara
Role: Enterprise Account Executive (Sales)
Location/Territory: Remote/Western Region (Must live in CST, MST or, PST)
Industry: SaaS, Software as a Service, Software, Financial, Insurance, Wealth Management, Wealth Buyers
Compensation: STRONG six...
Palmer Group-Santa Clara
pension, endowment, foundation, wealth management, or other institutional investment environments
• Exposure to fixed income, structured products, private credit, commercial mortgages, alternatives, private placements, or other complex investments...
SumIt Software-Santa Clara
We're building the simplest, most configurable multi-entity general ledger purpose-built for the wealth management space — SFOs, MFOs, business managers, and the accounting firms that serve them. We are not a generic GL bolted onto a wealth platform...
One Eighty Collective-Santa Clara
Need
• 5+ years of B2B sales experience, ideally in legal, financial services, or another consultative field (legal funding, lien resolution, investment banking, wealth management)
• Sold and closed deals in the hundreds of thousands to low millions...
Areti Group | B Corp™-Santa Clara
with banks, asset managers, insurers, and wealth management firms across the UK and global markets.
We are seeking an experienced Microsoft 365 Collaboration & Compliance Architect to lead the design and governance of modern workplace, collaboration...
Aviation Portfolio-Santa Clara
billing errors, and deliver a concise review of usage, spend, and utilization.
• Data Integrity: Update, maintain, and own all relevant data related to your clients in our CRM.
What you bring
• 3+ years in private aviation, wealth management, luxury...
U.S. Retirement & Benefits Partners-Santa Clara
extraction, validation, and document automation technologies is highly desirable.
• Experience in retirement plan administration, 401(k) recordkeeping, pension administration, financial services, banking, wealth management, or insurance.
• Ability to quickly...
Questmont Virtual Family Office-Santa Clara
Questmont Virtual Family Office is a boutique wealth management and family office firm serving high- and ultra-high-net-worth families, business owners, and entrepreneurs.
Our mission is to guide and protect the families we serve. We take extreme...
ROEN-Santa Clara
base—and earn accordingly.
If you've thrived in wealth management, real estate, finance, or consulting—and want to bring that same rigor, but with more heart, creativity, and upside—this role is for you.
This is an exciting opportunity for someone...
Seeds-Santa Clara
The work sits equally in engineering and investments: knowing why a portfolio result is right matters as much as knowing why the code is. Join us in reimagining the future of wealth management.
What You’ll Do
• Build and own the portfolio optimization...
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